L&S Gift Management: Main Overview

Main overview for gift management in L&S. Last updated March 2026.

Overview & related links

Contacts for Gift Management in L&S

Jana Valeo, Financial Manager- Gift Management

Art assignments are listed on this document: Art Assignments and Vacancies

ART 1
Amanda Mahr, amanda.mahr@wisc.edu
Jana Valeo, jrvaleo@wisc.edu (L&S Admin only)
ART 2
Annie Powers, annie.powers@wisc.edu
ART 3
Sherry Adamson, sherry.adamson@wisc.edu
ART 4
David Olmos, olmos2@wisc.edu
Sherry Adamson, sherry.adamson@wisc.edu
David Pettersen, dpettersen@wisc.edu
ART 5
David Pettersen, dpettersen@wisc.edu
Iain McLoughlin, imcloughlin@wisc.edu

Service email for Gifts: budgetoffice-gifts@ls.wisc.edu

Communication

L&S Gift Management maintains an email list for staff involved in managing gifts. To add or remove someone from the list, email: budgetoffice-gifts@ls.wisc.edu .

The table below contains a collection of messages shared with this group.

Communications from L&S Gifts
Date Email subject & message
1/15/26 Follow-up to Strategic Financial Planning | Due March 15, 2026

News item: Strategic Financial Planning for Gifts & Professorships
12/2/25

No UW Foundation disbursements weeks of 12/8 and 12/15

New item: No UW Foundation disbursements weeks of 12/8 and 12/15
11/14/25 L&S Gift ART Updates and Initiatives
8/13/25 WFAA Website Issues
7/22/25 Update on Gifts Post Workday Go-Live
6/12/25 UW Foundation Transfer Deadline Passed

Disbursements and other UW Foundation Requests

L&S Gift Management FormInstructions

Request UW Foundation Access

Request UW Foundation AccessInstructions

Other Processes & How-tos

Information on specific funding


Keywords:
gifts, trusts, 233, foundation, check requests, disbursement requests, WFAA, UW Foundation, gift in kind, gift routing form, anonymous funds, halls, vilas, professorship, gift worktag, FD0233, FD0161 
Doc ID:
137008
Owned by:
Amanda M. in L&S KB
Created:
2024-04-29
Updated:
2026-04-03
Sites:
L&S KB